Skip to content
Disclosery

WealthBridge Capital Management, LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthBridge Capital Management, LLC on IVW, newest first. How the timeline and the estimate are built.

WealthBridge Capital Management, LLC held 4,729 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,729 shares
    Change vs previous 13F -81 shares

    0.13% of the 13F portfolio, value $650,379.

    13F-HR 0001951757-26-001059 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,810 shares
    Change vs previous 13F -390 shares

    0.13% of the 13F portfolio, value $544,059.

    13F-HR 0001951757-26-000641 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,200 shares
    Change vs previous 13F +166 shares

    0.15% of the 13F portfolio, value $640,952.

    13F-HR 0001951757-26-000253 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,034 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $607,704.

    13F-HR 0001951757-25-001328 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,034 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $554,243.

    13F-HR 0001951757-25-001065 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,034 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $467,306.

    13F-HR 0001951757-25-000448 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,034 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $511,102.

    13F-HR 0001951757-25-000173 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,034 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $482,006.

    13F-HR 0001951757-24-000986 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).